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No matter the unit economics, commoditization and advancement of open models and small startups means that there is at almost a year or two to exploit competitive advantage. If scaling stops, the window to make a profit is extremely narrow.




Open models serve as a safeguard, not a competitor, to closed models.

They still cost billions to pre-train


Training costs will come down, at a tremendous pace.

They cost billions to train right now because people are willing to throw billions away to get to the goal first. Given more time, cheaper and more clever training methods will be found.


Which is an issue with unit economics.



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